+5,399.0%
SOXL vs LII
+163.1%
+5,235.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | +5.9% |
| 7D | +18.4% | +0.5% | +17.9% | +17.0% |
| 30D | -3.2% | -11.2% | +8.0% | +14.8% |
| 3M | -37.6% | -28.8% | -8.8% | +1.9% |
| 6M | +136.1% | -26.9% | +163.0% | +286.4% |
| YTD | +199.5% | -22.2% | +221.7% | +327.5% |
| 1Y | +363.2% | -32.0% | +395.2% | +709.6% |
| 3Y | +496.5% | -0.4% | +496.9% | +543.4% |
| 5Y | +184.8% | +22.4% | +162.4% | +150.2% |
| 10Y | +5,399.0% | +171.4% | +5,227.6% | +1,949.1% |
| All | +5,399.0% | +163.1% | +5,235.9% | +1,949.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded LII wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling